Laura
Corbiani

Midwest Capital Advisors, LLC

CRD#6265566
Investment Advisor
in Grand Rapids, MI

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About this Advisor

Laura Corbiani is a certified financial planner who works out of Grand Rapids, Michigan, with 5 years of industry experience. Corbiani works at Midwest Capital Advisors, LLC. Throughout their career, they have worked at Merrill Lynch, Pierce, Fenner & Smith Inc, Pacific Northwest National Laboratory, Bank Of America, N.A, Cuso Financial Service, Lp, Numerica Credit Union and Midwest Capital Advisors, LLC. Corbiani maintains a Series 66 license, designating them as both a securities agent and an investment advisor representative, and can serve investors in Michigan. Midwest Capital Advisors, LLC is an advisory business based in Grand Rapids, MI. It handles $767 million in total assets across its 780 client accounts, placing it among the bigger firms in the nation by assets under management. The firm advises five charities and foundations. Of its 780 accounts, 24% are held by high-net-worth investors who have more than $1 million in assets. The firm provides a diverse assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, educational seminars and other services. Financial management fees largely are based on the type of financial services offered. However, fee types charged by Midwest Capital Advisors, LLC can be comprised of some combination of asset-based, fixed and other fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Years Registered*

5 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Fixed Fees, Others

Office Location

630 Kenmoor Ave. Se Suite 206
Grand Rapids, MI 49546

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Midwest Capital Advisors, LLC Brokerage Details

Total Assets Under Management

$767,047,736

MI Average: $943,424,332
Total Number of Employees

8

MI Average: 21
Total Number of Accounts

780

MI Average: 1,586
Average Account Size

$983,395

MI Average: $594,845

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Educational seminars/workshops
  • Other

Laura Corbiani Work History

Laura has been registered as a financial advisor for 5 years.*

2018 - Present (6 years)

Midwest Capital Advisors, LLC

2016 - 2017 (1 year)

Cuso Financial Service, Lp

2016 - 2017 (1 year)

Numerica Credit Union

2014 - 2016 (2 years)

Bank Of America, N.A

2013 - 2016 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2009 - 2013 (4 years)

Pacific Northwest National Laboratory

*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.

Disclosures

Please visit the SEC profile of Laura Corbiani to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Midwest Capital Advisors, LLC

Jack Tunge
Grand Rapids, MI
Mark Satkoski
Grand Rapids, MI
Stephen Witte
Grand Rapids, MI
Jeffrey Freeberg
Grand Rapids, MI
Laura Corbiani
Grand Rapids, MI
Shane Myas
Grand Rapids, MI
Michael Desmyter
Grand Rapids, MI
Henry Swain
Grand Rapids, MI

The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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